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May 3, 2023
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A deposit isn't being categorized despite being the same as always. App says date is incorrect (1900-...) Please help

  • May 3, 2023
  • 2 replies
  • 0 views
Anyone have a deposit unable to categorize?
Best answer by timmysgirl38

I realize now that once you click on an item that is categorized incorrectly, you are Able to edit that transaction! If it is giving you an incorrect date pop-up, you can manually adjust the dates. Yay!

2 replies

May 3, 2023

I know a couple of troubleshooting steps to resolve the issue, timmysgirl38.

 

There are instances when the app has a large amount of data, resulting in strange results. You can fix this by clearing the app's cache.

 

To clear the cache in your QuickBooks Online app, you can follow the steps below:

 

  • Android - Select the Menu at the bottom and click the Settings icon. Then pick Refresh Data and choose Yes.
  • iOS - Tap the Menu at the bottom and click on Help & Feedback. Then select Refresh Data and Refresh.

 

To clear cache in your phone settings:

 

  • Android - From your phone's Settings, select Apps (varies by device). Choose the QuickBooks app from the list and pick Storage, then Hit Clear data.

 

  • iOS - From your phone's Settings, choose Settings. Click on General and choose iPhone Storage. Select an app that's taking up a lot of space. To free up the Storage without deleting the documents and data for the app, select Offload App.

 

I recommend checking these articles for more details on troubleshooting the QB Online app:

 

 

 

You can also visit this link that contains instructions for categorizing bank transactions from the mobile app: Categorize bank transactions in the QuickBooks Online app.

 

Let me know if you have other questions about working with QuickBooks tasks. I'll be here to help.

timmysgirl38AuthorAnswer
May 3, 2023

I realize now that once you click on an item that is categorized incorrectly, you are Able to edit that transaction! If it is giving you an incorrect date pop-up, you can manually adjust the dates. Yay!

AlcaeusF
May 13, 2023

Hello timmysgirl38,

 

I have reviewed the solution you’ve shared and it's correct and accurate. Thank you for sharing your inputs to help address the issue.

 

We love to see members supporting one another! Have a great day.